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Services

ACCOUNTING/BOOKKEEPING                                                                                                                                                                                                                         $150/hour

                                                                                                                                                                                                                                                                        $300/Month (Min)

 

Whether you need support weekly, monthly, or quarterly, I offer flexible service options tailored to your operations, reporting needs, and

budget. We’ll work together to build a bookkeeping schedule that makes sense for you, with clear deliverables and consistent communication.  I work with Quickbooks, Xero, and Wave accounting software, but can accommodate other software. If you are just starting, or on the search for a more economical accounting software, we can work together to identify the best solution for your business.

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Services include:

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·        Categorizing income and expenses accurately

·        Reconciling bank and credit card accounts

·        Providing monthly/quarterly financial reports

·        Tracking KPIs (Key Performance Indicators)

·        Customizing your chart of accounts

·        Ongoing support

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I also watch for trends, spot potential issues, and help identify missed deductions or efficiency gaps along the way. Because good accounting is not just about clean numbers, it is about smart decision-making.

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Bookkeeping plans start at $300 per month or an hourly rate of $150/hr. Every package is customized to fit your unique business needs and goals. No generic setups. No confusing reports. Just solid, reliable support.  Some setup or cleanup may be required in the onboarding process, which is billed at the setup/cleanup rate or an agreed upon contract price. Each business is unique, however here is a pricing guideline for Micro- to Medium-sized businesses: 

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                                                                                                         Business Size                Transactions                   Price Range 

                                                                                                         Micro                                25 - 100                             $300 - $500     

                                                                                                         Small                                100 - 500                          $500 - $1K

                                                                                                         Medium                           500 +                                 $1 - 3K

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Who is this service best for?

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·        Service-based businesses and independent contractors

·        Trades professionals, builders, and repair technicians

·        Retail business with physical, online, or mail order service

·        Nonprofit organizations

·        Anyone tired of guessing what their numbers actually mean!

FRACTIONAL/VIRTUAL CFO:                                                                                                                                                                                            $200/HR or Contract Price

                                                                                                                                                                                                                                                     Quarterly Review $200-500

 

A Virtual CFO (Chief Financial Officer) is a professional who offers high level financial management, strategic planning, and advisory services remotely or on a part-time basis. Unlike a full-time CFO, a Virtual CFO provides the same expertise at a fraction of the cost, making it ideal for small- to medium-sized businesses, startups, and rapidly growing companies.  A Virtual CFO is a strategic partner, integrating with your leadership team to drive growth, profitability, and risk management.

 

Key Services Offered:

 

Benefits of Hiring a Virtual CFO

  • Cost Efficiency: Access to CFO-level expertise without the high salary of a full-time executive.

  • Scalability: Services can be tailored to your business size, growth stage, and industry needs.

  • Strategic Decision-Making: Provides actionable insights beyond standard accounting, helping owners or directors to make informed decisions.

  • Improved Profitability: Many clients report significant profit increases and better cash flow management.

  • Flexibility: Services can be delivered remotely or in-person, with regular meetings and ongoing support.

 

Businesses that benefit most from Virtual CFO services include:

SETUP & CLEANUP SERVICES:                                                                                                                                                                    $150/HR or Contract Price

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Haven’t started, or behind on your books? You are in the right place. Whether you need to put together your general ledger or cannot remember the last time your accounts were reconciled, our cleanup services are designed to bring clarity, order, and peace of mind to your financial world.​ I take a judgment-free approach that meets you where you are and gets you where you need to be, efficiently and without the stress.​

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The cleanup process includes:

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  • Reviewing and correcting past transactions

  • Re-categorizing expenses and income

  • Reconciling bank and credit card accounts

  • Fixing duplicated or missing entries

  • Identifying potential write-offs or red flags

  • Providing a clear, organized set of financial reports once complete

 

​We dig deep to make sure your books tell the full story, and communicate with you every step of the way so nothing gets missed or misunderstood. Whether your records are in QuickBooks, spreadsheets, or a shoebox, we can take it from chaos to clean.

TAX PREPARATION:                                                                                                                                                                               Tax Return fees are charged by form           


I prepare accurate, thorough tax returns for individuals, small business owners, S Corporations, partnerships, and self-employed professionals. Tax return preparation is done through Dapcevich Accounting Services, Inc.
 

Tax preparation services include:
 

  • Federal and state income tax filing

  • Individual and business returns

  • S Corporation, partnership, and sole proprietor returns

  • Non-profit returns (Form 990, 990N, and 990EZ)

  • E-filing with confirmation and secure document handling

  • Amended returns if corrections are needed​
     

I aim to explain everything in plain language, not tax jargon, and we are always available to answer your questions. Whether you are trying to avoid surprises, reduce what you owe, or get organized ahead of time, we are here to support you with honesty, clarity, and care.
 

​Who is this service best for?
 

  • Self-employed individuals and freelancers

  • Business owners with complex income

  • New S Corporations or LLCs looking to maximize savings

  • Anyone who wants to take a more proactive approach to taxes

  • Clients who need a trustworthy partner to keep things on track year round

TAX PLANNING:                                                                                                                                                                                                                                          $250/HR


Tax planning services help you make informed decisions throughout the year so you are never caught off guard when tax time comes around.​
 

Tax planning may include:
 

  • Reviewing estimated quarterly payments

  • Exploring the benefits of an S Corporation election

  • Strategizing around large purchases, income shifts, or major life changes

  • Identifying future deductions and credits

  • Coordinating with your bookkeeping for seamless reporting​
     

I aim to explain everything in plain language, not tax jargon, and we are always available to answer your questions. Whether you are trying to avoid surprises, reduce what you owe, or get organized ahead of time, we are here to support you with honesty, clarity, and care.
 

​Who is this service best for?
 

  • Self-employed individuals and freelancers

  • Business owners with complex income

  • New S Corporations or LLCs looking to maximize savings

  • Anyone who wants to take a more proactive approach to taxes

  • Clients who need a trustworthy partner to keep things on track year round

OTHER SERVICES:

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Forensic Accounting                                  $175/HR or Contract Rate                                                                                                

Other Business Consulting                     $150/HR

Business Startup                                         $500 + filing fees

Notary                                                              $20

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